Managing Partner & ADVISOR
As Owner and Senior Financial Advisor, Jake leads our team in simplifying and bringing peace of mind to our client’s financial lives. He has served in this role since 2011 when he and our founder and Advisor Emeritus, Karen Folk, partnered to create Bluestem Financial Advisors.
Jake holds a Bachelor’s from the University of Illinois at Urbana-Champaign in Agriculture and Consumer Economics and a Master’s from Kansas State University in Family Studies and Human Services. Both degrees focused on Financial Planning. He is a CERTIFIED FINANCIAL PLANNER™, IRS Enrolled Agent, and NAPFA Registered Financial Advisor.
He currently serves as an Adjunct Instructor in the Financial Planning program at the University of Illinois and on the Leadership Development Committee for the National Association of Personal Financial Advisors (NAPFA). He previously served on the Board of the Alliance of Comprehensive Planners and Committee Chair for NAPFA Genesis (2012-2015), a national group of next generation advisors. He regularly appears as a featured expert on local programming including AM 580 and WCIA and national publications including the New York Times, Kiplinger and Consumers Reports.
Jake lives in Savoy with his wife, Tara, their daughter, Vivian, and their West Highland Terrier, Klaus. Together they love to travel, where Jake dabbles in photography. He also keeps active by running regular Half-Marathons and gardening at their home. Visit Jake’s Linkedin Profile for his complete background, or read more about his financial insights at our Resources Page.